How you can upload and share documents in HubSpot

Documents tool in HubSpot allows you to upload and share documents with your contacts. 

Upload document

 

  • Go to Sales > Documents in your HubSpot account.
  • Click Upload new document, then select the source from where you want to import your file. 
  • Once the document is uploaded, you can see it on your documents dashboard.

Create a shareable link

 

  • Go to Sales > Documents in your HubSpot account.
  • Hover over the document, click the dropdown  Actions, then select Create link
  • Enter the recipient's email address to whom you want to send the link.
  • To track the individuals who has view this document, click Share Options, then switch on the toggle Require email address to view document.
  • Click Create link.
  • Either, click Copy to copy the link, or click Compose email to send an email with the document link.

Add a document to an email template

 

  • Go to Conversations > Templates in your HubSpot account.
  • Either, click New template, or click a template name to edit an existing one.
  • At the bottom of the template editor, click the dropdown Insert, then select Document.
    • Click the dropdown Document and select a document to add.
    • Enter the text to display for the document link in the Link display text field.
    • Select the checkbox Require email to view document if you want to track who views the document. 
    • Select the checkbox Include link preview to display a preview of your document in the email body.
    • Click Insert.

    Manage document

     

    • Go to Sales > Documents in your HubSpot account.
    • Click New Folder to create the folder in the upper right corner.
      • Enter the name.
      • Cick Create folder.
    • Hover over the document name and click dropdown Actions.
      • Click Download to download the form.
      • Click Move to move the form to a folder
        • Serach and select for the folder name.
        • Click Move.
      • Click Manage sharing to restrict access to the document.
    • Click the document name 
      • Enable GDPR by switching on the toggle Enable Privacy and consent.
      • Click dropdown Actions to take further actions on the document.
      • Click dropdown Re-upload to re-upload the document.